About Us

Prior to joining BMO Nesbitt Burns in 2003 as an Investment Advisor, Bradley was a partner at one of Canada’s leading pension and investment governance consulting firms, dealing with many major US and Canadian Defined Contribution and Defined Benefit pension organizations. Prior to that he was a pension analyst at Towers Perrin conducting asset manager searches, asset liability studies, and performance measurement reporting. Embracing the entrepreneurial spirit, Bradley felt his passion was in the burgeoning investment business and has never looked back. In his over 20 years as a professional Investment Advisor at BMO Nesbitt Burns, Brad has not only built a successful book of business with a small and efficient team, he has kept up with the changing environment with numerous accreditations including the most prestigious Chartered Financial Analyst (CFA), MBA with a specialization in investments, Portfolio Management and wealth management designations, and is fully licensed to offer insurance and options trading.

Brad has an undergraduate degree in Chemistry and Biochemistry from the University of Toronto and an MBA from York University’s Schulich School of Business. He and his wife Helen reside in Toronto’s west end, have two kids and enjoy walks along the lakeshore in summertime.
 
 

Jessy joined BMO Nesbitt Burns in 2023, bringing with her over six years of experience in the banking industry. Since 2017, she has developed a strong foundation in everyday banking services, estate administration, financial markets, and client service. Her comprehensive background supports her current role, where she is dedicated to handling client inquiries, managing operations, and delivering a seamless client experience.

Jessy has successfully completed the Canadian Securities Course (CSC), the Conduct & Practices Handbook Course (CPH), and the Derivatives Fundamentals and Options Licensing Course (DFOL).

Outside of the office, Jessy enjoys spending quality time with her family and friends.

Prior to joining BMO Nesbitt Burns in 2003 as an investment representative, Jacqueline worked with a Branch Manager and Investment Advisors at Merrill Lynch Canada and CIBC Wood Gundy. This brings years of experience in the investment industry with attention to detail when administrating contributions, deposits, withdrawals, EFT's, wires, tax packages, estates, new account openings, and account information requests. She has completed the Canadian Securities Course and Conduct & Practices Handbook Course, as a fully licensed assistant, Jacqueline takes pride in providing both client services and administration.

Jacqueline has an Honours B.A. in Rec. & Leisure Studies, Business Option from the University of Waterloo.

She loves spending time with her son, who is a focused baseball player & intense athlete. They are big baseball fans, especially the Toronto Blue Jays.